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ReferralHero + Salesforce

ReferralHero + Salesforce

ReferralHero + Salesforce integrations

Create Salesforce leads for new ReferralHero referrals

Every time a new referral is made in ReferralHero, create a corresponding lead in Salesforce. This workflow streamlines your process, ensuring you always have the latest details on potential customers at your fingertips, enhancing your customer relationship management. Make use of this integration for seamless data transfer between ReferralHero and Salesforce.

When this happens...
New ReferralTriggers when a new referral is added to your campaign.
TriggerInstant
automatically do this!
Create LeadCreates a new lead in Salesforce.
ActionWrite

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More things you can do with ReferralHero and Salesforce

Discover other triggers and actions you can use with ReferralHero and Salesforce

- Campaign
  Required
Trigger
Instant
Try It
- Campaign
  Required
Trigger
Instant
Try It
- Campaign
  Required
Trigger
Instant
Try It
- Campaign
  Required
- Email address
- Full Name
- Phone Number
- Address
- Referrer
- Conversion value
- Conversion category
- Referral URL
  Required
- Transaction ID
- Double Opt-In
- Source
- Points
- Referral Points
- Extra Field
- Extra Field 2
- Option Field
- Device
- Crypto Wallet Address
- Lifetime spend
- set referral status as
- Advocate name
- Tags
Action
Write
- Campaign
  Required
- Email
- Phone Number
- Crypto Wallet Address
- Conversion value
- Conversion category
- Lifetime spend
- Product ID
- Source
Action
Write

- Campaign
  Required
- Full Name
- Email
- Phone Number
- Crypto Wallet Address
- Option Field
- Address
- Tags
- Extra Field
- Extra Field 2
- Extra Field 3
- Extra Field 4
- Points
- Source
- Email Unsubscribed
- SMS Unsubscribed
- City
- Country
Action
Write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It

- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

- Campaign
  Required
Trigger
Instant
Try It
- Campaign
  Required
- Reward
  Required
Trigger
Instant
Try It
- Campaign
  Required
- Email Address
- Phone Number
- Crypto Wallet Address
- Points
  Required
- Source
Action
Write
- Campaign
  Required
- Email
- Phone Number
- Crypto Wallet Address
- Conversion value
- Conversion category
- Lifetime spend
- Source
Action
Write
- Campaign
  Required
- Email address
- Amount
  Required
- Transaction ID
- Product ID
- Lifetime spend
- Phone Number
- Crypto Wallet Address
- Source
Action
Write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About ReferralHero

ReferralHero is a powerful referral marketing platform to build any type of referral program.

Related categories

Marketing Automation

Similar apps

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier